Situation professionnelle
Expériences professionnelles
Avp - investment management
FINWORKS PROPRIETARY LIMITED
De Octobre 2023 à Aujourd'hui
• Optimized investment management and banking processes to streamline investment operations, reducing processing time by 50%
• Managed relationships with investment management clients and platforms, ensuring client satisfaction and retention
• Conducted rigorous user acceptance testing and supervised multiple project backlogs
Associate
OLD MUTUAL LIMITED
De Mai 2021 à Septembre 2023
• Led Finance Allocations team, driving development and implementation of innovative solutions aimed at streamlining fund accounting and cost allocation functions
• Assumed responsibility for and oversaw production of essential deliverables, ensuring timely and high-quality results
• Collaborated closely with business owners and subject matter experts to coordinate requirements prioritization, ensuring alignment between business segments
• Executed project initiatives to ensure comprehensive compliance with international financial reporting standards (IFRS17)
• Conducted meticulous analysis and precise mapping of large datasets, ensuring accuracy between IFRS17 and IFRS4 parallel runs
Business analyst – investment management
ALLAN GRAY PROPRIETARY LIMITED , Cape town
De Janvier 2018 à Mars 2021
• Supervised operations of a fintech investment business in Namibia, leading to an increase in assets under management from $4M to $87M
• Managed extensive datasets to construct sophisticated financial dashboards for board meetings and Executive Committee meetings
• Analyzed and directed projects related to trading (Bloomberg), pricing, settlements, and corporate actions
• Enhanced pricing methodology for two mutual funds, impacting $1.5B worth of assets under management
• Oversaw launch of mutual funds for strategic market expansion, driving an increase in assets under management by $17M
• Implemented robust risk and compliance processes (AML, KYC etc.), safeguarding the integrity of investment operations
Junior business analyst – investment management
ALLAN GRAY PROPRIETARY LIMITED , Cape town
De Janvier 2016 à Décembre 2017
• Performed requirement specification and led user acceptance testing to facilitate launch of a fintech investment business
• Steered thorough industry analysis to formulate efficient investment management operational processes
• Executed a mutual fund launch and developed price tolerance checks to ensure precise net asset value pricing
• Optimized financial processes such as financial adviser fee calculation and straight-through payments, cutting down processing time by 75%
• Designed and implemented an automated solution for investment platform instruction processing and confirmations, diminishing financial errors by 95%
Operations and dual consultant - investment management
ALLAN GRAY PROPRIETARY LIMITED , Cape town
De Août 2014 à Décembre 2015
• Processed new client onboarding and transfer of client’s retirement funds from other service providers for clients and key account financial advisers
• Serviced investors and key account financial advisers via various servicing channels
Formation complémentaire
Bachelor of Commerce
University of South Africa - Economics
2011 à 2014
Parcours officiels
Langues
Afrikaans - Langue maternelle
Anglais - Langue maternelle